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  • Is the early release of superannuation a good idea?

    Andreas Lundberg
    May 20, 2020

    One of the actions announced by the government to stimulate the economy as a response to the current crisis is that individuals can apply for an early release of superannuation savings. The rules are that an individual can apply to withdraw $10,000 before the 30 June and another $10,000 between the beginning of July and the end of September. Continue…

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  • The retailers to watch as the economy opens up

    Dominic Rose
    May 19, 2020

    In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends.  As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. Continue…

    by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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  • How much worse can it get for REITs?

    Gary Rollo
    May 14, 2020

    The COVID-19 crisis – with the accompanying lockdown – has had a severe impact on many real estate investment trusts (REITs), particularly those exposed to discretionary retailing. The question is: have plummeting share prices opened up investment opportunities, or is there more pain to come? Continue…

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